Lead Financial Analyst - BBD FP&A

broadridge; New York (NY); On-site; USD 100,000 - 120,000; Full time

Job summary

Broadridge Financial Solutions is seeking a Lead Financial Analyst - BBD FP&A to join theICS FP&A team in the NYC metro area. This role focuses on forecasting, budgeting, variance analysis, and strategic decision support, delivering timely insights to leadership.

You will collaborate with Sales, Operations, Product, and Accounting to build financial models, optimize processes, and produce executive-ready materials. Applicants must reside in the New York City metro area.

Qualifications

• 4+ years of FP&A, finance, or related analytical roles.
• Bachelor's degree in finance, accounting, economics, business, or related field.
• Strong analytical and problem-solving skills with clear insight.
• Experience with financial reporting, budgeting, forecasting, and variance analysis.
• Proficiency in Excel and PowerPoint; TM1/Oracle/Power BI preferred.

Responsibilities

• Analyze revenue, expenses, margins, and key drivers.
• Prepare monthly, quarterly, and annual management reporting with commentary.
• Assist with forecasting and budgeting processes.
• Provide variance and trend analysis with actionable insights.
• Collaborate with Sales, Operations, Product, Accounting, and FP&A teams.
• Develop and maintain financial models for forecasting and scenarios.
• Prepare ad hoc analyses and executive-ready materials.
• Drive process improvements and standardization across FP&A deliverables.

Skills

FP&A experience

Financial analysis

Budgeting

Forecasting

Microsoft Excel

PowerPoint

Data interpretation

Education

Bachelor's degree in finance, accounting, economics, business, or related field

Tools

TM1

Oracle

Power BI

Job description

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping others along the way, come join the Broadridge team.

Broadridge is growing! We are currently seeking a Lead Financial Analyst -BBD FP&A to join our dynamic team in our New York City Metro area. *(Please note that all applicants must currently reside in the New York City Metro area).

Broadridge Financial Solutions, a global Fintech leader with more than $5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance and communications to enable better financial lives. Our technology-driven solutions drive digital transformation to help our clients get ahead of today's challenges to capitalize on what's next.

Investor Communication Solutions (ICS) helps clients in North America and Europe meet their regulatory compliance needs and manage critical communications to shareholders. We serve banks, brokers, mutual funds, retirement funds, and corporate issuers; the industry relies on us to send a broad range of financial communications to investors in equity securities and mutual funds.

The Financial Planning & Analysis (FP&A) team brings insight and predictability to the company's core operations and partners closely with business leaders to support growth and decision-making. This is an excellent opportunity for an early-career finance professional to deepen their FP&A expertise, gain exposure to a dynamic business, and work cross-functionally with leaders across the organization.

We are seeking a Lead Financial Analyst to join theICSFP&A team supporting the Bank, Broker-Dealer Solutions business unit. In this role, you will support financial planning and analysis activities including forecasting, budgeting, variance analysis, strategic decision support and management reporting. You will help deliver timely and accurate financial insights, support business performance reviews, and contribute to process improvements that enhance visibility into key operating and financial metrics. This position will report to the Senior Director, BBD FP&A based out of the NYC metro area.

Responsibilities :

• Analyze financial and operational performance, including revenue, sales, expenses, margins, profitability, volumes, and key business drivers
• Prepare monthly, quarterly, and annual management reporting packages with clear commentary on performance versus forecast, plan, prior year, and key trends
• Assist with monthly, quarterly, and annual forecasting and budgeting processes
• Provide insightful variance and trend analysis, including identification of underlying business drivers and recommended actions to improve business performance
• Collaborate with cross-functional partners, including Sales, Operations, Product, Accounting, Corporate FP&A, and other finance teams, to collect inputs, validate assumptions, and align on financial outlooks
• Develop and maintain financial models to support forecasting, scenario analysis, business cases, pricing, client or product profitability, and strategic initiatives
• Prepare ad hoc analysis and executive-ready materials to support business reviews, strategic decisions, and senior leadership requests
• Drive process improvement and standardization across FP&A deliverables, including report automation, forecast processes, data quality, and analytical tools
• Serve as a trusted finance partner by communicating financial insights clearly, challenging assumptions constructively, and influencing business decisions through data-driven analysis

Qualifications :

• 4+ years of relevant experience in FP&A, finance, accounting, decision support, or related analytical roles
• Bachelor's degree in finance, Accounting, Economics, Business, or a related field
• Strong analytical and problem-solving skills with the ability to interpret financial data and communicate insights clearly
• Experience with financial reporting, budgeting, forecasting, and variance analysis
• Proficiency in Microsoft Excel and PowerPoint required; experience with TM1, Oracle, and Power BI preferred
• Strong attention to detail, intellectual curiosity, problem-solving ability, and sense of ownership
• Proven ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Effective written and verbal communication skillsCollaborative mindset with the ability to work across teams, build strong working relationships, and influence partners to drive results in a matrixed environment
• Self-starter who can work on multiple projects with minimal direct supervision.
• Eagerness to learn, improve processes, and grow within a finance organization

Salary range: $100,000.00 to $120,000.00 annually. Bonus eligible.

(** Please note, must currently reside in the New York City Metro area)

Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

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